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Woodley Farra Manion Portfolio Management’s NextEra Energy NEE Stock Holding History

Woodley Farra Manion Portfolio Management’s Portfolio NEE Stock Details NEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$46.5M Sell
500,310
-1,464
-0.3% -$130K 2.26% 20
2025
Q4 		$40.3M Buy
501,774
+1,006
+0.2% +$83.3K 1.92% 23
2025
Q3 		$37.8M Sell
500,768
-11,306
-2% -$826K 1.78% 26
2025
Q2 		$35.5M Buy
512,074
+8,447
+2% +$587K 1.67% 27
2025
Q1 		$35.7M Buy
503,627
+15,620
+3% +$1.1M 1.78% 27
2024
Q4 		$35M Buy
+488,007
New +$37.9M 1.74% 24
2024
Q1 		– Sell
-3,366
Closed -$204K – 109
2023
Q4 		$204K Buy
+3,366
New +$192K 0.01% 94
2023
Q3 		– Sell
-3,316
Closed -$246K – 104
2023
Q2 		$246K Hold
3,316
– – 0.02% 89
2023
Q1 		$256K Sell
3,316
-84
-2% -$6.46K 0.02% 86
2022
Q4 		$284K Hold
3,400
– – 0.02% 81
2022
Q3 		$267K Hold
3,400
– – 0.02% 78
2022
Q2 		$263K Hold
3,400
– – 0.02% 77
2022
Q1 		$288K Hold
3,400
– – 0.02% 83
2021
Q4 		$317K Buy
3,400
+516
+18% +$44.6K 0.02% 82
2021
Q3 		$226K Hold
2,884
– – 0.02% 92
2021
Q2 		$211K Hold
2,884
– – 0.02% 99
2021
Q1 		$218K Sell
2,884
-600
-17% -$46.8K 0.02% 97
2020
Q4 		$269K Buy
3,484
+84
+2% +$6.28K 0.02% 77
2020
Q3 		$236K Hold
3,400
– – 0.02% 73
2020
Q2 		$204K Sell
3,400
-56
-2% -$3.35K 0.02% 73
2020
Q1 		$208K Sell
3,456
-140
-4% -$8.8K 0.03% 75
2019
Q4 		$218K Buy
+3,596
New +$210K 0.02% 86

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Woodley Farra Manion Portfolio Management's NEE Position: Q1 2026 in Review

Woodley Farra Manion Portfolio Management reduced its NextEra Energy (NEE) stake by 0.29% in Q1 2026, selling an estimated $130K and leaving 500,310 shares worth $46.5M. The position accounts for 2.26% of the portfolio, ranked #20.

Woodley Farra Manion Portfolio Management first reported a position in NEE in Q4 2019 and has held it in 22 quarters since. 3,032 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Woodley Farra Manion Portfolio Management held 500,310 shares of NextEra Energy worth $46.5M as of Q1 2026.
  • Woodley Farra Manion Portfolio Management sold 1,464 NextEra Energy shares in Q1 2026, an estimated $130K.
  • NextEra Energy made up 2.26% of Woodley Farra Manion Portfolio Management's portfolio in Q1 2026, its #20 holding.
  • Woodley Farra Manion Portfolio Management first reported a position in NextEra Energy in Q4 2019 and has held it in 22 quarters since.
  • 3,032 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q1 2026, filed 8 May 2026.